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AGVEX vs WGIFX
AGVEX vs WGIFX Comparison
Open Charts AGVEX vs WGIFX
American Funds Global Insight F-1
Price$25.60
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets16.75B
American Funds Capital World Gr&Inc F2
Price$68.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
AGVEX vs WGIFX Comparison Chart
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AGVEX vs. WGIFX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AGVEX is a StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. AGVEX (16.7B). WGIFX pays higher dividends than AGVEX: WGIFX (1.75) vs AGVEX (0.76). AGVEX was incepted earlier than WGIFX: AGVEX (6 years) vs WGIFX (17 years). AGVEX (0.82) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (21.00). AGVEX (250) and WGIFX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 12.31 vs. WGIFX (6.40). AGVEX return over 5 years is better than : 59.70 vs. WGIFX (46.53).
| AGVEX | WGIFX | AGVEX / WGIFX | |
| Total Expense Ratio | 0.82 | 0.52 | 158% |
| Annual Report Gross Expense Ratio | 0.82 | 0.52 | 158% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 10.124 | 8.745 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 131B | 13% |
| Annual Yield % from dividends | 0.76 | 1.75 | 43% |
| Returns for 1 year | 12.31 | 6.40 | 192% |
| Returns for 3 years | 39.08 | 30.21 | 129% |
| Returns for 5 years | 59.70 | 46.53 | 128% |
| Returns for 10 years | N/A | 53.53 | - |
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